See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,566 | $142,344-39.2% | $119,609-27.6% | $134,475-35.6% |
| Participation rate | 77.8% | 82.8%-5.0pp | 79.3%-1.5pp | 81.2%-3.4pp |
| Annual return | -15.14% | -12.44%-2.7pp | -14.97%-0.2pp | 417.96%-433.1pp |
| Employer contribution / active EE | $1,209 | $5,222-76.8% | $4,232-71.4% | $4,740-74.5% |
| Participant deferral / active EE | $6,046 | $6,469-6.5% | $5,602+7.9% | $6,400-5.5% |
| Admin fee / account holder | $767 | $13,584-94.4% | $10,323-92.6% | $11,426-93.3% |